Oracle Insurance Data Foundation Application Pack (OIDF)

Transcription

1 Oracle Insurance Data Foundation Application Pack (OIDF) Release Release Notes December 2018

2 Document Versioning Version Date Change Reference 02 December 27, 2018 Updated: Final version published 01 December 20, 2018 Created: Draft published

3 Table of Contents Document Versioning... 2 Preface... 5 Overview of OFSAA... 5 Purpose of this Document... 5 Intended Audience... 5 Documentation Accessibility... 5 Access to Oracle Support... 6 Related Documents... 6 Introduction to Oracle Insurance Data Foundation Application Pack... 7 Components of Oracle Insurance Data Foundation Application Pack... 7 New Features... 8 Prerequisites... 9 How to Apply this Minor Release?... 9 List of Bugs Fixed in this Release... 9 Known Issues / Limitations Hardware/Software Tech Stack Details Licensing Information iii Oracle Insurance Data Foundation Application Pack, Release

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5 Preface This Preface provides supporting information for the Oracle Financial Services Analytical Applications Infrastructure (OFSAAI)/ Oracle Insurance Data Foundation (OIDF) Application Pack Release Notes and includes the following topics: Overview of OFSAA Purpose of This Document Intended Audience Documentation Accessibility Related Documents Overview of OFSAA In today's turbulent markets, financial institutions require a better understanding of their risk-return, while strengthening competitive advantage and enhancing long-term customer value. Oracle Financial Services Analytical Applications (OFSAA) enable financial institutions to measure and meet risk adjusted performance objectives, cultivate a risk management culture through transparency, lower the costs of compliance and regulation, and improve insight into customer behavior. OFSAA uses industry-leading analytical methods, shared data model and applications architecture to enable integrated risk management, performance management, customer insight, and compliance management. OFSAA actively incorporates risk into decision making, enables to achieve a consistent view of performance, promote a transparent risk management culture, and provide pervasive intelligence. Oracle Financial Services Analytical Applications delivers a comprehensive, integrated suite of financial services analytical applications for both banking and insurance domain. Purpose of this Document This document contains release information for Oracle Financial Services Analytical Applications Infrastructure (OFSAAI)/ Oracle Insurance Data Foundation (OIDF) Application Pack. Oracle recommends you review its contents before installing, or working with the product. Intended Audience This document is intended for users of Oracle Financial Services Analytical Applications Infrastructure (OFSAAI)/ Oracle Insurance Data Foundation (OIDF) Application Pack. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at 5 Oracle Insurance Data Foundation Application Pack, Release

6 Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired. Related Documents This section identifies additional documents related to OIDF Application You can access Oracle documentation online from the Documentation Library (OHC). Oracle Insurance Data Foundation Application Pack Release Installation Guide (OHC). Oracle Insurance Data Foundation Application Pack Release User Guide (OHC). 6 Oracle Insurance Data Foundation Application Pack, Release

7 Introduction to Oracle Insurance Data Foundation Application Pack Oracle Insurance Data Foundation (OIDF) is an analytical data warehouse platform for the Financial Services industry. OIDF combines an industry data model for Financial Services along with a set of management and infrastructure tools that supports Financial Services Institutions to develop, deploy, and operate analytical solutions spanning key functional areas in Financial Services, including: 1. Health Insurance 2. Property Casualty 3. Life Insurance OIDF is a comprehensive data management platform that helps institutions to manage the analytical data life cycle from sourcing to reporting as a consistent platform and toolset. Components of Oracle Insurance Data Foundation Application Pack OIDF Application Pack includes the following components: OIDF Analytical Warehouse Data Model: A Physical Data Model that supports data sourcing and reporting related to key analytical use cases in the Insurance industry. The Warehouse Model is a physical data model, unlike the OIDF LDM, meaning that it is readily deployable, and consists of database object definitions, and additional supporting scripts. It is organized into two distinct sets of tables based on purpose: o The Staging model, which facilitates data sourcing from the Insurance provider s internal operational systems such as Policy systems, Claims systems, Fund Management, and so on. o The Reporting model, which facilitates the storage of outputs from analytical tools, applications, and engines in a manner that is conducive to BI reporting. The Warehouse Model is typically deployed into production via a set of management tools called the Oracle Financial Services Analytical Application Infrastructure (OFSAAI). The AAI is a separate product, and is a prerequisite for OIDF (see Infrastructure). Supporting Scripts: As part of the OIDF package, there are additionally a number of scripts provided for basic operations such as internal data movement between the staging and reporting areas. Oracle Insurance Data Foundation Applications Pack v Minor Release #7 ( ) is cumulative of all enhancements and bug fixes done since v release. Patch ORACLE INSURANCE DATA FOUNDATION MINOR RELEASE (OIDF) Oracle Insurance Data Foundation (OIDF) Application Pack is a separately licensed product. This chapter includes the following topics: New Features Prerequisites How to Apply this Minor Release? List of Bugs Fixed in This Release Known Issue / Limitations 7 Oracle Insurance Data Foundation Application Pack, Release

8 New Features The features that are part of this release are: Launched Hive on OIDF with two Big Data deployment processes. They are, Stage and Results on Hive, and Stage on Hive and Results on RDBMS with the following functionalities: o o In Stage and Results on Hive: Key SCDs are supported Key T2Ts are supported All DQs are supported Run screens are enabled In Stage on Hive and Results on RDBMS: All SCDs are supported All T2Ts are supported All DQs are supported Run screens work similar to that of RDBMS The following enhancements are introduced: o o o Party Producer Exam, Certification, and License Party Identification Document Sub Type Underwriting Party Criminal Conviction Party Driving Violation Lifestyle Activity Party Life Style Activity Life Style Activity Aviation Experience Details Life Style Activity Underwater Diving Experience Details Life Style Activity Racing Experience Details Life Style Activity Military Experience Details Life Style Activity Foreign Travel Experience Details Life Style Activity Competition Details Life Style Activity Climbing Experience Details Life Style Activity Air Sports Experience Details In Insurance Contracts: Reinsurance Contract Held Reinsurance Contract Issued Other Reinsurance tables Policy Schedules Added new T2Ts for Fact Policy Transactions table. 8 Oracle Insurance Data Foundation Application Pack, Release

9 Added new Data Quality Rules. Data Protection implementation features: o Updated PII (Personally Identifiable Information) attributes OIDF is now compatible with Oracle Database Client version OIDF is now compatible with Apache Tomcat 8.5. For detailed information on usage of the existing features, see Oracle Insurance Data Foundation Application Pack Release User Guide from OHC Documentation Library. For more information on the OFS AAI requirements, see OFS Advanced Analytical Applications Infrastructure Application Pack Readme in OHC Documentation Library. Prerequisites The prerequisite software that must be installed for this release are: To upgrade to Oracle Insurance Data Foundation Application Pack , you must have at least Oracle Insurance Data Foundation Application Pack or higher installed on your system. How to Apply this Minor Release? For detailed instructions on installing this Minor Release, refer to Oracle Insurance Data Foundation Application Pack Installation Guide Release in OHC. NOTE: This patch installation has taken approximately 3 hours to complete in Oracle Test Labs. For Big Data (Hive) deployment process, this patch installation has taken approximately 4.5 hours to complete in Oracle Test Labs. List of Bugs Fixed in this Release The list of enhancements, modifications and bug fixes as part of Oracle Insurance Data Foundation Application Pack Release are as follows: Bug Number Bug Description Change Comments LAUNCH HIVE FOR ORACLE INSURANCE DATA FOUNDATION TOMCAT 8.5 QUALIFICATION FOR ORACLE INSURANCE DATA FOUNDATION PATCH INSTALLTION COMPATIBILITY WITH ORACLE DB CLIENT VERSION 12.2 Enabled OIDF on Hive with two Big Data deployment processes. They are, Stage and Results on Hive, and Stage on Hive and Results on RDBMS. OIDF is now compatible with Apache Tomcat 8.5 OIDF is now compatible with Oracle Database Client version Oracle Insurance Data Foundation Application Pack, Release

10 Bug Number Bug Description Change Comments DEPRECATE V_TXN_LOCATION_ID IN REINSURANCE TRANSACTION TABLES Deprecated the column V_TXN_LOCATION_ID from Reinsurance Transaction tables DATA QUALITY CHECKS FOR OIDF 807 Added new Data Quality Rules to the 807 version of OIDF MAPPING FOR FACT POLICY TRANSACTIONS MISSING MAPPINGS FOR T2T FROM PRIOR RELEASES MISSING MAPPINGS FOR SCD FROM PRIOR RELEASES ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY AVIATION EXPERIENCE DETAILS ENHANCEMENT OF ADDRESS OBJECT FROM ACORD TO RELATED OIDF TABLES NO MORE CHANGES TO FACT POLICY DETAILS TABLE T2T MISSING FOR FACT POLICY CASH FLOW.F_NO_ED_IN_INSURANCE_CASHFLO W MISSING MAPPING FOR T2T FACT COVERAGES, FPTS & FRPD Added new T2Ts T2T_FCT_POLICY_TRANSACTIONS_HLD and T2T_FCT_POLICY_TRANSACTIONS_ISS Added mappings from multiple Stage tables such as Claims, Cash Flows, Party, and Contracts to corresponding Target tables in T2Ts Added mappings from multiple Stage tables such as Organization Structure, Party, Producer to corresponding Dimension tables in T2Ts Added SCD with map reference number 528 and T2T T2T_FCT_LSA_AVIATION_EXP_DETAILS for Life Style Activity Aviation Experience Details Added the columns F_ADDRESS_PREFERRED_FLAG and F_VALIDATED_ADDRESS_FLAG in the table STG_PARTY_ADDRESS_MAP, and mapped them to the table FCT_PARTY_ADDRESS_MAP Removed T2T mappings from source tables to the FCT_POLICY_DETAILS table Deprecated the column FCT_INS_POLICY_CASH_FLOW.F_NO_ED_IN_INSU RANCE_CASHFLOW Added T2T mappings for the columns N_YEARS_IN_ACCUMLATION, N_DEDUCTIBLE_PERCENTAGE_AMT, and N_YEARS_IN_WITHDRAWAL in the table FCT_POLICY_COVERAGES OIDF SUBJECT AREA INCLUSION Added these Subject Areas in the OIDF model Results - Oracle Insurance Data Foundation and Staging - Oracle Insurance Data Foundation 10 Oracle Insurance Data Foundation Application Pack, Release

11 Bug Number Bug Description Change Comments ENHANCEMENT OF PARTY MODEL -- EXAM & CERTIFICATIONS Added new T2Ts T2T_FCT_PARTY_EXAM_DETAILS, T2T_FCT_PRDR_AGENT_LICENSE_DETAILS and T2T_FCT_PARTY_CERTIFICATE_DTLS for Party Producer Exam, License and Certifications ENHANCEMENT OF POLICIES --- POLICY SCHEDULE TABLES ENHANCEMENT OF UNDERWRITING CLASS PRODUCT DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY UNDERWATER DIVING EXPERIENCE DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY RACING EXPERIENCE DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY MILITARY EXPERIENCE DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY FOREIGN TRAVEL EXPERIENCE DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY COMPETITION DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY CLIMBING EXPERIENCE DETAILS ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY AIR SPORTS EXPERIENCE DETAILS Added new T2T T2T_FCT_POLICY_SCHEDULES Added new T2T T2T_FCT_UNW_PRODUCT_CLASS_DETAILS and new SCDs with map reference numbers 522, 523, 524, and 525 for Underwriting Added new SCD with map reference number 533 and new T2T T2T_FCT_LSA_UW_DIVING_EXP_DETAILS for Life Style Activity Underwater Diving Experience Details Added new SCD with map reference number 532 and new T2T T2T_FCT_LSA_RACING_EXPERIENCE_DTLS for Life Style Activity Racing Experience Details Added new SCD with map reference number 531 and new T2T T2T_FCT_LSA_MILITARY_EXP_DETAILS for Life Style Activity Military Experience Details Added new SCD with map reference number 534 and new T2T T2T_FCT_LSA_FORGN_TRAVEL_EXP_DTLS for Life Style Activity Foreign Travel Experience Details Added new SCD with map reference number 530 and new T2T T2T_FCT_LSA_COMPETITION_DTLS for Life Style Activity Competition Details Added new SCD with map reference number 529 and new T2T T2T_FCT_LSA_CLIMIBING_EXP_DTLS for Life Style Activity Climbing Experience Details Added new SCD with map reference number 526 and 527, and new T2T T2T_FCT_LSA_AIRSPORTS_EXP_DETAILS for Life 11 Oracle Insurance Data Foundation Application Pack, Release

12 Bug Number Bug Description Change Comments Style Activity Air Sports Experience Details ENHANCEMENT OF PARTY LIFE STYLE ACTIVITY DETAILS ENHANCEMENT OF GROUP BENEFICIARY DETAILS IN ACORD MODEL TO OIDF ENHANCEMENT OF PARTY MODEL -- IDENTIFICATION DOCUMENTS ENHANCEMENT OF PARTY MODEL -- MEDICAL FAMILY DATA DATA FLOW NOT PRESENT FOR DIM_POLICY_TXN_TYPE Added new SCDs with map reference numbers 377, 402, 403, 404, 405, 406, 407, 408, and 409, and new T2T T2T_FCT_LIFESTYLE_ACTIVITY_DETAILS for Party Life Style Activity Added new T2T T2T_FCT_GRPINS_POL_BENFCIARY_DTLS for Group Beneficiary Details Added new SCD with map reference number 553 with the table DIM_DOCUMENT_SUB_TYPE for Party Identification Document Added the columns N_AGE_AT_DEATH_OF_FMLY_MMBR, N_AGE_OF_THE_FMLY_MMBR_IF_LVG, V_FULL_NAME_OF_FAMILY_MBR, N_AGE_ON_ILLNESS_STRT_DATE in the table STG_PARTY_FAMILY_MEDICAL_DATA and mapped them to the table FCT_PARTY_FAMILY_MEDICAL_DATA in T2T_FCT_PARTY_FAMILY_MEDICAL_DA Added data flow for the table DIM_POLICY_TXN_TYPE Known Issues / Limitations These are the known issues in this release: Bug Number Bug Description Change Comments OIDF : SCD IS UNAVAILABLE BUT T2T IS AVAILABLE IN HIVE OIDF HIVE : DATA NOT POPULATED IN FSI_INTRA_COMPANY_ACCOUNT These SCDs are not supported in Hive 126, 127, 128, 129, 131, 132, 195, 196, 205, 208, 270, 332, and 465. As a workaround, load the dimension data to corresponding dimension tables. Because of the unavailability of the table FN_POP_REG_LE_HIER in OIDF Hive, data is not populated in the target table 12 Oracle Insurance Data Foundation Application Pack, Release

13 Bug Number Bug Description Change Comments FSI_INTRA_COMPANY_ACCOUNT OIDF : EXCHANGE RATES DERIVATION AND POPULATION FOR CROSS CURRENCY RATES IN HIVE In Hive, the exchange rates population for cross currencies is not being derived using exchange rates values for a base currency. Source the corresponding Exchange Rate value. Hardware/Software Tech Stack Details The hardware/software combinations required for Oracle Insurance Data Foundation Application Pack Release are available at OTN Tech Stack. Licensing Information For details on the third party software tool used, see OFSAA Licensing Information User Manual Release available in the OHC Documentation Library. 13 Oracle Insurance Data Foundation Application Pack, Release

14 C O N T A C T U S For more information about Oracle Insurance Data Foundation Application Pack Release Notes, visit oracle.com or call ORACLE1 to speak to an Oracle representative. C O N N E C T W I T H U S Copyright 2018, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group Oracle is committed to developing practices and products that help protect the environment